General Investing >> Money Manager Interviews >> March 9, 2009

Concentrated Value Portfolio Management – Richard E. Buchwald & Marvin I. Kline – Logan Capital Management, Inc.

Buchwald, Richard E.
Richard E. Buchwald, CFA, is a Managing Director at Logan Capital Management, Inc. Mr. Buchwald has more than 30 years of investment management and investment banking experience. He is a co-developer and manager of the proprietary Logan Concentrated Value — LCV — and Logan International ADR equity portfolios. A shareholder of Logan Capital, Mr. Buchwald was formerly Managing Director of Berwind Investment Management, L.P. In addition, he was a Vice President with CoreStates Investment Banking, and prior to that, he worked in the research department at Kidder, Peabody & Company. Mr. Buchwald has an MBA degree from the New York University Graduate School of Business Administration and a B.S. in economics from The Wharton School of The University of Pennsylvania. Profile
Kline, Marvin I.
Marvin I. Kline, CFA, is a Managing Director at Logan Capital Management, Inc. Mr. Kline has more than 30 years of investment management and investment banking experience. He is a co-developer and manager of the proprietary Logan Concentrated Value — LCV —and Logan International ADR equity portfolios. A shareholder of Logan Capital, Mr. Kline was formerly President of Berwind Investment Management, L.P. In addition, he was a former Senior Vice President with CoreStates Investment Banking. Marvin has an MBA degree from The Wharton School of The University of Pennsylvania and a B.S. in management science from Case Western Reserve University. Profile
TWST: Would you please tell us about Logan Capital Management and your

investment philosophy there?

Mr. Buchwald: Logan was founded in 1993. It now has about $1.2 billion in

assets. That's

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